Robert Karr
Joho Capital
Joho Capital Portfolio 13F
Robert Karr Holdings Activity
- Portfolio value:
- $721.02M≈ (+$169M≈)
- Previous value:
- $551.72M≈
- # of changes:
- 10
- New positions:
- 2
- Reported for:
- 31 Mar 2024 (Q1)
- Latest filing date:
- 15 May 2024
Joho Capital has disclosed a total of 10 changes to the portfolio in the (2024 Q1) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks did Robert Karr buy in 2024 Q1?
During 2024 Q1 Robert Karr has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (ADBE) Adobe Systems Incorporated (added shares +108.88%), (SHLS) Shoals Technologies Group Inc (added shares +111.58%), (BROS) Dutch Bros Inc (added shares +428.88%), (NU) NU HOLDINGS LTD/CAYMAN ISL-A (added shares +85.30%) and (MTCH) Match Group Inc (new buy).
What did Robert Karr invest in during 2024 Q1?
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Bumble Inc
|
new
|
+550,000
|
550,000
|
+0.87%
|
$11.35
|
-73.30%($3.03)
|
0.87%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Match Group Inc
|
new
|
+186,000
|
186,000
|
+0.94%
|
$36.28
|
+10.78%($40.19)
|
0.94%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
Dutch Bros Inc
|
+428.88%
|
+1,106,511
|
1,364,514
|
+5.06%
|
$33.00
|
+101.89%($66.62)
|
6.25%
|
2023 Q3
|
≈ 0.75 years
|
|
|
|
Shoals Technologies Group Inc
|
+111.58%
|
+3,387,539
|
6,423,545
|
+5.25%
|
$11.18
|
-16.55%($9.33)
|
9.96%
|
2022 Q4
|
≈ 1.50 years
|
|
|
|
Adobe Systems Incorporated
|
+108.88%
|
+90,700
|
174,000
|
+6.35%
|
$504.60
|
-49.90%($252.82)
|
12.18%
|
2023 Q4
|
≈ 0.50 years
|
|
|
|
NU HOLDINGS LTD/CAYMAN ISL-A
|
+85.30%
|
+981,000
|
2,131,000
|
+1.62%
|
$11.93
|
+21.21%($14.46)
|
3.53%
|
2023 Q2
|
≈ 1.00 year
|
|
|
|
Nextracker Inc, CL-A
|
-31.67%
|
-265,000
|
571,669
|
-2.7%
|
$56.27
|
+63.75%($92.14)
|
4.46%
|
2023 Q2
|
≈ 1.00 year
|
|
|
|
Autodesk Inc
|
-39.31%
|
-3,900
|
6,020
|
-0.18%
|
$260.42
|
-9.88%($234.68)
|
0.22%
|
2021 Q1
|
≈ 3.25 years
|
|
|
|
Intuit Inc
|
-100%
|
-2,638
|
0
|
-0.3%
|
$625.03
|
-48.57%($321.43)
|
0.00%
|
2022 Q3
|
≈ 1.50 years
|
|
|
|
Rivian Automotive Inc
|
-100%
|
-367,000
|
0
|
-1.56%
|
$23.46
|
-33.06%($15.70)
|
0.00%
|
2022 Q3
|
≈ 1.50 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.